Independent thinking for complex markets and current events
Market data shows semiconductor stocks hitting extreme “euphoria” levels last seen during the tech bubble … The current parabolic move in chip stocks is a mirror image of the 2021 NFT and crypto craze … Retail investors are piling into the top names at record prices despite massive psychological warning signs … Analysts warn that …
Burry just dropped the biggest warning yet on this clown market. lol. Ridiculous. WTH is going on. 1999 vibes https://t.co/NjwbDbjYUW — QE Infinity (@StealthQE4) May 8, 2026 Nasdaq 100 $QQQ is now the most overbought since 2017 🚨🚨🚨 pic.twitter.com/r1CrDWHi3z — Barchart (@Barchart) May 8, 2026 BREAKING: Michael Burry says the market today feels like 'the …
🚨 Computer Equipment Investment hits 1.2% of GDP More than the dot-com bubble. pic.twitter.com/bfLTLL04zt — Hedgeye (@Hedgeye) May 2, 2026 every time 'smart money exits tech' makes a headline, it means they already bought the next thing and need you to sell this one — Peaceful Warrior (@RanjYousif) May 3, 2026 Hedge funds are rushing …
Shiller PE Ratio hits 2nd highest level of all-time, only slightly behind the Dot Com Bubble 🚨🚨🚨 pic.twitter.com/Se55FZmnbZ — Barchart (@Barchart) May 1, 2026 Classic capex binge That white combined line getting absolutely devoured by the shark while the red S&P keeps ripping higher is textbook divergence. 2026 looks spicy. TA eyes on this one …
by herntonAdvocacy Buyer activity hit a significant lull in March, as high prices and cautious consumer sentiment created a “perfect storm” of headwinds. Annualized Rate: Existing home sales fell 3.6% in March 2026 to a seasonally adjusted annual rate of 3.98 million units. This marks the lowest level since June 2025. Missing Expectations: This volume trailed the market’s projected target …
Just like the dot com bubble in 1999 where Nasdaq valuations went parabolic on internet hype before the brutal crash. Make no mistake: It IS the largest asset bubble in human history. https://t.co/16W9PBcNIZ — Uncle Milty’s Ghost (@his_eminence_j) April 29, 2026 Nvidia is the Cisco of this generation. They sell real products but the main …
AMD wins the chart bubble race- but with a pe ratio of 133 and the nect 16 years of sales priced in – Look out below = PUTS byu/Salt_Yak_3866 insmallstreetbets Directionally you can be right, but if you’re wrong on the timing you might as well be wrong on both.
Just like the Nasdaq blowoff in early 2000 where every tech index screamed higher right before the crash wiped out years of gains. ⚠️THIS IS ABSOLUTELY INSANE: The Semiconductor Index, $SOX, relative to the S&P 500, rose to an all-time high of 1.39, This means semiconductors are now outperforming the average S&P 500 stock by …
The guy who tried to turn the press dinner into a war zone is in a DC court right now.. Cole Tomas Allen wrote a manifesto calling himself a “friendly federal assassin”.. He had a ranked hit list of Trump’s cabinet and he almost made it up the stairs.. Now Washington is in total lockdown …
The housing “bubble” in the late 2000s looks quaint by comparison now pic.twitter.com/VdfaGgeqJm — Alec Stapp (@AlecStapp) April 26, 2026 Mortgage is biggest scam. Always pay cash for house (unless you got in at 3%). Else rent . https://t.co/noDRJON7Nc — tic toc (@TicTocTick) April 25, 2026 The rise of socialism in America is a direct …
There's no question the AI boom resembles the dotcom bubble but at what point in the cycle is $SPY? pic.twitter.com/hAYEKauxLy — Beardo (@BeardoTrader) April 25, 2026 I spy with my little 👁️something beginning with B 🫧 pic.twitter.com/Evdn3Ooj7W — The Great Martis (@great_martis) April 24, 2026 Hedge Funds Brace For Reversal: Dump Tech Stocks At Fastest …
THIS SHOULD BE ILLEGAL What happened to CAR this week should not be legal. A company with $8.6 billion in debt, losing money, no major news, no earnings beat. Stock goes from $107 to $850 in a month. Then crashes 80% in 2 days. Here’s exactly what happened, read it twice: Two funds, RS Investment …
Oh man. I just listened to the $TSLA call and it’s very cringe-worthy. Tesla was up ~4% on what seemed like a beat before the call and after the call, the stock ended down. Tomorrow might be even worse as people start to digest all the info. Energy business, which was supposed to be growing …
Nobody wants to say it but the real similarity is not the line shape it is the insane focus on a handful of AI names carrying the whole market just like internet stocks did in 1999. When sentiment turns the unwind will punish indexes hardest because so few stocks hold up the weight and the …
pic.twitter.com/iaHgW7G7SA — Uncle Milty’s Ghost (@his_eminence_j) April 15, 2026 Now up +350% to over $11 btw $BIRD pic.twitter.com/Frw2oFLHRP — Patriot Investing 🇺🇸 (@InvestFreedom05) April 15, 2026 Absolutely incredible… Allbirds, the shoe brand, is selling all footwear assets, renaming itself "NewBird AI", and using $50M to buy high-performance GPUs.$BIRD is up +170% this morning. 🚀 pic.twitter.com/IQTyPNyW8c …
WELL, KISS THE AI BUBBLE GOODBYE https://t.co/5fSMd1Woys pic.twitter.com/i7yWBWKIMt — Michael Bento (@MichaelPBento) April 8, 2026
Blue Owl restricting withdrawals in private credit funds tied to AI and software borrowers is not an isolated hiccup, it is liquidity behavior showing up when assets stop feeling liquid, and that is already documented in market reporting. At the same time hyperscalers are projecting roughly $175B in bond issuance in 2026 just to fund …
(Bloomberg) — Goldman Sachs Group Inc. and JPMorgan Chase & Co. are among investment banks offering hedge fund clients ways to bet against the $1.8 trillion private credit market, people with knowledge of the matter said. The firms have assembled baskets of listed companies with exposure to the space, the people said, who requested not …
U.S. chip giant Nvidia (NVDA) is close to finalizing a $30 billion investment into OpenAI (OPENAI) that will replace the long-term $100 billion commitment agreed upon by the companies last year, the Financial Times reported on Thursday. The $30B equity investment is part of a funding round that is on track to raise more than …
Unsold completed homes for sale hit 2009 levels… pic.twitter.com/bhseVBGHRB — Jon Brooks (@jonbrooks) February 17, 2026 At what % does it become a bubble? pic.twitter.com/2ERA6KJ53M — Jon Brooks (@jonbrooks) February 17, 2026
AI productivity bubble: Early adopters are already burning out. “There will be a wake up call and a reckoning for entire sectors who are adopting AI.” Natasha Bernal. pic.twitter.com/raHUrKMIgp — Ewan Morrison (@MrEwanMorrison) February 17, 2026 The market is EXTREMELY confused right now. Software like $ADBE and $CRM are getting nuked because of AI risk. …
“Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that absolutely nothing has changed about their workflow since …
by confoundedinterest17 Yikes! The ratio of US Home Prices to US Median Household Income is now higher than the ratio during the catestrophic housing bubble during the latter half of the 2000s. Here is a chart of home prices and median household incone, The labor market is truly screwed-up. The December jobs report reveals that …
We’re in “reverse” now. 👇🏼 https://t.co/BoKr3sseXk pic.twitter.com/AHzh49jOwC — Kalani o Māui (@MauiBoyMacro) February 5, 2026 “Nobody could have seen this coming.” 👇🏼 pic.twitter.com/r94w0m3Xze — Kalani o Māui (@MauiBoyMacro) February 5, 2026 Can someone explain to me like I’m 10 years old, how Bitcoin has gone down -$32,000 with NO BOUNCE in 14 days? pic.twitter.com/WRcyBnbfcQ — …
Microsoft shares have suffered their largest decline in more than five years, falling 10% this week after the company reported record spending on artificial intelligence alongside slowing growth in its key cloud unit. The stock closed at $433.50 on Thursday, down from $481.63 at the end of the trading two days earlier, wiping about $357 …
Not just in China. US margin debt is rocketing too – this will end badly.https://t.co/CmZQAysuRy — Common Sense Investor (CSI) (@commonsenseplay) January 23, 2026
A shocking report from a major ratings house just outlined how a forty percent drawdown in AI stocks could hit within the next few months that will wipe out jobs and 401(k)s, freeze credit markets and take the entire economy down with it.
Pretending valuations don’t warn of risk is willful ignorance. Ladies and gentlemens, we have now surpassed the S&P 500 price-to-book value of the dot-com bubble by a factor of 1.13 times or 13%. This not good.This very bad God bless and godspeed. pic.twitter.com/PnZugz0tgh — The Great Martis (@great_martis) January 12, 2026 The percentage of S&P …
Stocks now outweigh the money supply by three to one, which only works as long as liquidity keeps pretending it’s infinite. When cash tightens even a little, there’s nothing underneath that valuation but hope. That's when people want to be in the world reserve currency but even that has its limits…. And we are about …
